James Sansoterra (CRD# 4888313) is an Investment Advisor Representative working at Sansoterra Group LLC in Fredericksburg, TX and has over 19 years of experience in the finance industry.
CRD# 4476264
Rbc Capital Markets, LLC
CRD# 6115293
Edward Jones
CRD# 5954893
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sansoterra Group LLC | Fredericksburg, TX | Nov 2020 - Current | 3 |
| Sansoterra Group LLC | San Jose, CA | Jan 2005 - Nov 2020 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2005 |
- TX
-
Total Assets Under Management23MILLIONS
-
Total Number of Accounts34ACCOUNTS
-
Average Account Value$661,903
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
TX
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